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Senior Paraplanner / Trainee IFA

  • Location: Middlesex
  • Salary: £45000 Per Annum
  • Contract hours: FullTime

Job provided by HEAT Recruitment


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About the job

The opportunity for an experienced independent financial adviser to join a wealth planning firm that provides bespoke financial planning advice, operating out of Harrow.

The Opportunity

Due to a period of expansion, our client is looking for an experienced financial adviser with a strong technical and compliance background. Within the role, the candidate would be working closely with a Life Planner on their client journey, specifically building their cash-flow and giving advice on: retirement planning, investment advice, protection planning, estate planning. The correct candidate would also be responsible for the ongoing reviews of 'technical' relationships with those clients. It is envisaged that the right candidate would help build and manage the firm's Regulatory and Compliance structure, over time.

What's Needed to be Considered

Minimum Level 4 Diploma Qualified and working towards Chartered (study support provided)
Maintained CPD records
Ideally a working knowledge of Intelligent Office and Voyant

What's Next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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Did you know that Zoek has over 100,000 UK jobs available, your next job could be a click away! Start a new job search on Zoek!